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FINANCIAL INSTITUTIONS INC — Investor Relations & Filings

Ticker · FISI ISIN · US3175854047 US Financial and insurance activities
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Filings indexed 1,336 across all filing types
Latest filing 2022-04-27 Regulatory Filings
Country US United States of America
Listing US FISI

About FINANCIAL INSTITUTIONS INC

https://financialinstitutionsinc.q4ir.c…

Financial Institutions, Inc. is a financial holding company offering a range of banking and wealth management products and services through its subsidiaries. Its primary subsidiary, Five Star Bank, provides consumer and commercial banking and lending services to individuals, municipalities, and businesses. Another subsidiary, Courier Capital, LLC, offers customized investment management, financial planning, and consulting services to a diverse clientele including individuals, families, businesses, institutions, non-profits, and retirement plans.

Recent filings

Filing Released Lang Actions
8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K filed with the SEC, which is a current report used to announce major events or updates. The text specifically mentions that the company issued a press release reporting financial results for the first quarter ended March 31, 2022, and that an investor presentation is available on the company's website. The document itself does not contain the financial results or detailed financial statements but rather announces the release of these materials. The length of the document is 4475 characters, which is relatively short and consistent with an announcement rather than a full report. According to the MENU VS MEAL RULE, this is an announcement of a report and not the report itself. Therefore, the appropriate classification is Regulatory Filings (RNS), which is the fallback category for miscellaneous filings that do not fit other categories and includes current reports like Form 8-K that announce events or releases.
2022-04-27 English
DEFA14A
Proxy Solicitation & Information Statement Classification · 95% confidence The document is a Schedule 14A filing, which is a definitive proxy statement or additional materials related to a shareholder meeting. It includes information about voting on director elections, executive compensation advisory votes, and appointment of auditors. The text explicitly mentions 'Proxy Statement Pursuant to Section 14(a) of the Securities Exchange Act of 1934' and 'Definitive Additional Materials.' It is not the full proxy statement itself but additional materials related to the proxy solicitation. According to the filing definitions, materials sent to shareholders to provide information and request votes for meetings are classified as Proxy Solicitation & Information Statement (PSI). The document length is under 5,000 characters and contains detailed proxy voting information, consistent with PSI filings rather than a report publication announcement or regulatory filing. Therefore, the correct classification is PSI with high confidence.
2022-04-27 English
DEF 14A
Proxy Solicitation & Information Statement
2022-04-27 English
8-K
Regulatory Filings Classification · 95% confidence The document is a Form 8-K current report filed with the SEC, dated March 23, 2022. It announces the date, time, and format of the upcoming Annual Meeting of shareholders, including the record date and that further details will be provided in the Proxy Statement and Notice of Annual Meeting. The document includes a press release about the Annual Meeting date and format. It does not contain the actual Proxy Statement or voting results, nor does it include financial statements or detailed financial data. The document is relatively short (3699 characters) and serves as an announcement of the Annual Meeting details rather than the meeting materials themselves. Therefore, it fits best as a Regulatory Filing (RNS) since it is a general regulatory announcement and does not fit other more specific categories like AGM Information or Proxy Solicitation.
2022-03-23 English
FORM 4 SUBMISSION
Director's Dealing
2022-03-18 English
FORM 4 SUBMISSION
Director's Dealing
2022-03-18 English

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